Investment Product Analyst

About Vanguard

More than 45 years ago John C. Bogle had a vision to start an investment company that did things differently. A company with no external shareholders. Where all the profits were invested back into the business and used to lower costs. Evidently it was as bold as it was brilliant. To this day Vanguard Group still has no external shareholders. That means no share prices to protect and no profits to generate for outside owners.

Today Vanguard is one of the worlds largest investment management companies serving more than 50 million investors worldwide. For more than 25 years Vanguard Australia has been supporting individual investors financial advisers and superannuation members to achieve their long-term financial goals.

Our Team & Opportunity

At Vanguard the Investment Product team partners closely with teams such as investment management marketing and sales to assess and manage product enhancements take new products to market and engage with our investors and their advisers. The team ensure the product range are fit for purpose.

In this role you will gain exposure to a wide range of investment products and strategies develop investment acumen across equity fixed income and multi-asset the role of Investment Product Analyst you will work with an experienced team to support the Vanguard product line-up and assist in analysing and assessing the product offer. You will help to ensure our products are understood and well-regarded in the market by answering client queries participating in product rating reviews and supporting product positioning in the market.

Core Responsibilities

• Supports the creation of dynamic content used to position Vanguards investment products.
• Develops broad knowledge and awareness of the investment industry competition and Vanguards fund line-up.
• Managing the Investment Product query database by assigning and keeping track of queries. Utilise your knowledge and skills and team resources to respond to fund adviser and market questions across our range of products.
• Develops and maintains product-based competitor research analysis and monitoring that supports better business understanding of competitors product offerings drives positioning of Vanguards product and supports sales teams.
• Contribute to due diligence questionnaires and ad-hoc requests from third parties including Research Houses Consultants and advisers. This includes assisting in the preparation for product review meetings.
• Assist in the assessment of the health of Vanguards product line-up including competitor client and market analyses.
• Assists with the creation of thought leadership commentary.
• Develops investment/fund analysis and presentation skills.

What are we looking for

We are looking for an enthusiastic team player with a keen interest in investment markets and investment solutions.

• Three to five years investment firm related work experience.
• Degree with relevance to investment product management. CFA CIMA and relevant post-graduate qualifications desirable.

Inclusion Statement

Vanguards continued commitment to diversity and inclusion is firmly rooted in our culture. Every decision we make to best serve our clients crew (internally employees are referred to as crew) and communities is guided by one simple statement: Do the right thing.

We believe that a critical aspect of doing the right thing requires building diverse inclusive and highly effective teams of individuals who are as unique as the clients they serve. We empower our crew to contribute their distinct strengths to achieving Vanguards core purpose through our values.

When all crew members feel valued and included our ability to collaborate and innovate is amplified and we are united in delivering on Vanguards core purpose.

Our core purpose: To take a stand for all investors to treat them fairly and to give them the best chance for investment success.

How We Work

Vanguard has implemented a hybrid working model for the majority of our crew members designed to capture the benefits of enhanced flexibility while enabling in-person learning collaboration and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.